+1,180.9%
AXON vs FTV
+113.3%
+1,067.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.8% | -4.7% |
| 7D | -28.7% | +0.4% | -29.1% | -28.8% |
| 30D | -28.3% | +17.2% | -45.5% | -34.6% |
| 3M | -46.9% | +8.9% | -55.8% | -49.5% |
| 6M | -24.9% | +11.3% | -36.2% | -29.8% |
| YTD | -46.6% | +21.9% | -68.6% | -53.4% |
| 1Y | -49.7% | +31.6% | -81.2% | -58.1% |
| 3Y | +40.6% | +38.1% | +2.5% | +10.9% |
| 5Y | +71.9% | +15.7% | +56.2% | +48.9% |
| 10Y | +1,180.9% | +107.5% | +1,073.4% | +589.9% |
| All | +1,180.9% | +113.3% | +1,067.5% | +589.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling